U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREYSTONE SELECT INCORPORATED GREYSTONE 401(K) SAVINGS PLAN | NEW YORK NY | 1,330 | $207.0M | $4.4M |
| 2 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $1.4M |
| 3 | BIRD TECHNOLOGIES GROUP INC. BIRD TECHNOLOGIES GROUP INC. 401(K) PLAN AND TRUST | SOLON OH | 167 | $34.3M | $394K |
| 4 | KEYNETICS, INC. KEYNETICS, INC. 401(K) PLAN | BOISE ID | 138 | $24.7M | $251K |
| 5 | S.J. INNOVATIONS, LLC S.J. INNOVATIONS, LLC 401K PROFIT SHARING PLAN | OKLAHOMA CITY OK | 134 | $6.6M | $54K |
